SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,622,000 | -7.8% | 106,351 | -2.6% | 0.31% | -1.9% |
| Q2 2022 | $3,927,000 | +1.2% | 109,140 | +18.4% | 0.32% | +13.2% |
| Q1 2022 | $3,879,000 | -5.8% | 92,194 | +0.0% | 0.28% | -5.4% |
| Q4 2021 | $4,120,000 | +19.8% | 92,184 | +14.2% | 0.30% | +8.0% |
| Q3 2021 | $3,440,000 | +19.5% | 80,747 | +23.3% | 0.27% | +14.6% |
| Q2 2021 | $2,878,000 | +18.8% | 65,503 | +14.3% | 0.24% | +3.0% |
| Q1 2021 | $2,422,000 | +35.9% | 57,289 | +15.1% | 0.23% | +28.2% |
| Q4 2020 | $1,782,000 | +49.0% | 49,768 | +14.0% | 0.18% | +30.2% |
| Q3 2020 | $1,196,000 | +22.7% | 43,671 | +19.0% | 0.14% | +8.6% |
| Q2 2020 | $975,000 | +97.4% | 36,699 | +62.3% | 0.13% | +62.0% |
| Q1 2020 | $494,000 | -36.7% | 22,608 | -5.4% | 0.08% | -19.4% |
| Q4 2019 | $780,000 | +13.0% | 23,897 | +3.9% | 0.10% | +3.2% |
| Q3 2019 | $690,000 | -1.4% | 22,999 | +0.6% | 0.10% | -2.1% |
| Q2 2019 | $700,000 | +40.3% | 22,861 | +41.5% | 0.10% | +32.9% |
| Q1 2019 | $499,000 | +1117.1% | 16,159 | +949.3% | 0.07% | +942.9% |
| Q4 2018 | $41,000 | – | 1,540 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 310,740 | $11,466,291 | 10.88% |
| Syntegra Private Wealth Group, LLC | 1,800,694 | $66,445,611 | 10.44% |
| Taylor & Morgan Wealth Management, LLC | 272,824 | $10,067,191 | 9.07% |
| Pachira Investments Inc. | 217,427 | $8,023,048 | 9.01% |
| Pinnacle Wealth Planning Services, Inc. | 1,432,518 | $52,859,896 | 8.71% |
| WALLER FINANCIAL PLANNING GROUP, INC | 801,230 | $29,565,375 | 8.60% |
| Financial Security Advisor, Inc. | 457,335 | $16,875,687 | 7.76% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 306,880 | $11,323,872 | 7.63% |
| Garrett Wealth Advisory Group, LLC | 424,884 | $15,678,264 | 7.14% |
| Wall Capital Group, Inc. | 138,972 | $5,018,279 | 7.13% |